Incredible! Best instructional video on optimized conversions I've seen... Could you send the spreadsheet template please? I didn't find it in the video description.
Your video was the best on the topic, Niklas. About improving lead quality with Meta, have you ever tested it or know someone who has tested Meta's Conversion Leads CRM Integration? Thanks.
Thanks for your comment! I’m hyper focused on search (SEA + SEO). But I know that you can also send offline conversions to Meta via Zapier. Key is the email address in my opinion to match the conversions. Hope it helps: zapier.com/apps/facebook-conversions/integrations
Where do I add the URL variable for the GCLID value? Is it in the Google Ads Conversion Tag related to the form submission, in the conversion linker parameter?
I never comment but the quality and value in this video is insane! Nice work! With the status column, would it be possible to add a Zapier condition that the status is "won" "qualified" etc and not push in the "unqualified" leads or would you want to still push unqualfiied leads into GAds since the $0 value would prevent the algo from optimizing for those? I assume that since it is dynmaic value that makes sense but if it was a static vlaue of "$1" "$2" then prevention of unqualfiied leads would make sense...
Thanks so much! Concerning your question: Maybe I didn't show it in the video, but in Zapier I have two Zaps. One for QLead and one for Deal. I have filters in the Zap to ensure that only qualified leads or won deals pass through the Zap. So unqualified wouldn't go through.
Hello Nikolas, great tutorial. With this setup, you upload leads where you set the "Status" to "Unqualified". I believe there should be a filter to upload the leads, where "Status" contains "Deals" or "Qualified".
Hey thanks for the comment! Where exactly did you see that we upload leads with the status set to „Unqualified“? We only upload qualified leads or deals.
@@niklas.buschner I didnt, but dont you need an extra filter where you set "Status" contains "Deals" or "Qualified" otherwise, if you only set the Trigger column Status, you will upload the Unqualified as well.
Hi Niklas, Thanks for the amazing video! I was wondering: Does the name of the OCT conversion action have to exactly match the name you have given it in Zapier? (in the "send offline conversion to google ads" stage) - because I am doing the "skip this step and set up data source later" method
Hey, so in Zapier you have to select the Google Ads account that you want to send the offline conversions to. After that you will only be presented with the conversion actions you have set up in the respective account. So yes, it has to be the same name, but you don’t have to worry about that, as you actively select the conversion in Zapier. Hope that answers your question!
There are a few other creators on LinkedIn that also share good stuff around this topic: www.linkedin.com/in/bmmeijer www.linkedin.com/in/lowie-verschelden www.linkedin.com/in/wolkan-yagar
Hi Niklas, this video is amazing, very informative and detailed, thank you very much! I have a question. How would you implement this in the case of an ecommerce, where the purchase can be made both offline and through the site? A hybrid case, for example a furniture store where there are direct purchases and leads (Because of customization or other limitations that the ecommerce has, for example). GCLID would allow the ecommerce purchase to go directly to a conversion, while the offline ones go through the intermediate point of QL?
Hey, we already had this case and this is the setup we did: - Online purchases should be measured as such with a standard web purchase conversion action - For offline purchases you will probably some sort of form or maybe a phone number as the user does not buy directly but contacts you - Here you have to capture the GCLID (either in the form) or there are also tools that capture it with a phone call (Matelso for example) - When the user then decides to purchase something “offline“ you send an offline conversion for a deal with the deal value - A QLead is not necessary in my opinion but you could also trigger this for example for offline offers/quotes that you send Hope that helps!
The conversion would simply not get processed and the Zap errors. This is generally not a problem but if it happens to often the Zap could automatically get turned off.
Great video Niklas. In your Zaps where it filters to 2 paths, Path A is for GCLID exists. Path B is for Email exists but no gclid? Are both of those paths attempting to post to the same google ad conversion event? If they are going to separate conversion goals wouldn't you have some overlap between each goal and not know which conversion goal Google happened to match to?
Great question! Both paths go to the same conversion event. We just had to split it because if a field has no value but we use it in the offline conversion action step, the zap will error. So it was necessary to ensure that we always know exactly which fields we have available to send. Generally concerning the matching: For the GCLID you will always know that it has matched, unless it errors. For sending conversions with first party data (Enhanced Conversions for Leads), you won’t know unfortunately. The zap might run without a problem, but still the conversion could not be matched to a click.
Great video. By the way i am using gohighlevel and it is capturing gclid but for 30-40% of optins gclid is not there and i can see gbraid and wbraid. What you suggest in this case.
You should make sure that you also capture GBRAID and WBRAID. Because in the meantime Zapier has also added the option to send offline conversion via GBRAID or WBRAID as the click identifier.
@@niklas.buschner ok great. I tried it is giving issue like Conversion actions that use one-per-click counting can't be used with gbraid or wbraid parameters. So I have to change count every conversion even for booked appointments.
Hi Niklas. I am busy with a set up now and am seeing that Google requires us to pass the consent choices of the user in their official template, namely Ad User Data and Ad Personalization. Do you have any insight into how to push the user's real time consent status with each offline conversion event, and what the ramifications of not doing this will be?
So could extract the consent choices from your website (for example data layer) while the conversion occurs, pass it to your CRM and then send it together with the offline conversion. Or you just always set it to granted, considering potential legal risks but not having to worry about the setup.
@@niklas.buschner Hi Niklas, is it true, that Google always submits the GCLID wether marketing cookies have been accepted or not? This consequently would mean, that we need to seperate between the accpeters and non accepters and only send the accepters back to Google.
Yes, GCLID (or other click identifiers like GBRAID and WBRAID) are always sent from Google with the click. But you can decide how you want to capture it with your GTM for example. You can also read the consent choices from Consent Mode or other cookie banners and pass it to your CRM, to respect that when deciding for which user you can trigger an offline conversion.
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You guys deserve millions of subscribers! So well structured & detailed explanation. Thank you from India 🙏
Thank you so much! I really appreciate it.
Thanks for you share with us valuable video
Incredible! Best instructional video on optimized conversions I've seen... Could you send the spreadsheet template please? I didn't find it in the video description.
Of course! Here it is: docs.google.com/spreadsheets/d/14aVdIb4BoI7EU5MjT8fZ3_b2jWEmZ24GTsp8niSRcnI/copy
This is WOW.... planning to watch (and rewatch) all your videos (The ones in English). Thank you 🙂
Awesome! Thank you!
Your video was the best on the topic, Niklas. About improving lead quality with Meta, have you ever tested it or know someone who has tested Meta's Conversion Leads CRM Integration? Thanks.
Thanks for your comment! I’m hyper focused on search (SEA + SEO). But I know that you can also send offline conversions to Meta via Zapier. Key is the email address in my opinion to match the conversions. Hope it helps: zapier.com/apps/facebook-conversions/integrations
Where do I add the URL variable for the GCLID value? Is it in the Google Ads Conversion Tag related to the form submission, in the conversion linker parameter?
I also have this doubt! :)
@@lildex9468 Me too!
@@lildex9468 same here
@@lildex9468 Me too!
I'm having this issue
I never comment but the quality and value in this video is insane! Nice work!
With the status column, would it be possible to add a Zapier condition that the status is "won" "qualified" etc and not push in the "unqualified" leads or would you want to still push unqualfiied leads into GAds since the $0 value would prevent the algo from optimizing for those? I assume that since it is dynmaic value that makes sense but if it was a static vlaue of "$1" "$2" then prevention of unqualfiied leads would make sense...
Thanks so much! Concerning your question: Maybe I didn't show it in the video, but in Zapier I have two Zaps. One for QLead and one for Deal. I have filters in the Zap to ensure that only qualified leads or won deals pass through the Zap. So unqualified wouldn't go through.
Hello Nikolas, great tutorial. With this setup, you upload leads where you set the "Status" to "Unqualified". I believe there should be a filter to upload the leads, where "Status" contains "Deals" or "Qualified".
Hey thanks for the comment!
Where exactly did you see that we upload leads with the status set to „Unqualified“? We only upload qualified leads or deals.
@@niklas.buschner I didnt, but dont you need an extra filter where you set "Status" contains "Deals" or "Qualified" otherwise, if you only set the Trigger column Status, you will upload the Unqualified as well.
Hi Niklas, Thanks for the amazing video! I was wondering: Does the name of the OCT conversion action have to exactly match the name you have given it in Zapier? (in the "send offline conversion to google ads" stage) - because I am doing the "skip this step and set up data source later" method
Hey, so in Zapier you have to select the Google Ads account that you want to send the offline conversions to. After that you will only be presented with the conversion actions you have set up in the respective account. So yes, it has to be the same name, but you don’t have to worry about that, as you actively select the conversion in Zapier. Hope that answers your question!
Fantastic❤
Love you for the way to educate us
Thank you so much it's help us a lot
Thanks for the feedback!
This is the best video I have watched in this topic! amazing work! Is there a group or your community I could join?
There are a few other creators on LinkedIn that also share good stuff around this topic:
www.linkedin.com/in/bmmeijer
www.linkedin.com/in/lowie-verschelden
www.linkedin.com/in/wolkan-yagar
Thanks it helped a lot
Glad to hear it
Hi Niklas, this video is amazing, very informative and detailed, thank you very much! I have a question. How would you implement this in the case of an ecommerce, where the purchase can be made both offline and through the site? A hybrid case, for example a furniture store where there are direct purchases and leads (Because of customization or other limitations that the ecommerce has, for example). GCLID would allow the ecommerce purchase to go directly to a conversion, while the offline ones go through the intermediate point of QL?
Hey, we already had this case and this is the setup we did:
- Online purchases should be measured as such with a standard web purchase conversion action
- For offline purchases you will probably some sort of form or maybe a phone number as the user does not buy directly but contacts you
- Here you have to capture the GCLID (either in the form) or there are also tools that capture it with a phone call (Matelso for example)
- When the user then decides to purchase something “offline“ you send an offline conversion for a deal with the deal value
- A QLead is not necessary in my opinion but you could also trigger this for example for offline offers/quotes that you send
Hope that helps!
@@niklas.buschner Great, I'll try this, thank you!
This definitely deserves more views 🙂
Thanks, I really appreciate it!
could google get problems if we theres no "If Rule" and the CRM tries to send a Offline Conv. with Error "Missing GLID" ? Thanks for your imput
The conversion would simply not get processed and the Zap errors. This is generally not a problem but if it happens to often the Zap could automatically get turned off.
Great video Niklas. In your Zaps where it filters to 2 paths, Path A is for GCLID exists. Path B is for Email exists but no gclid? Are both of those paths attempting to post to the same google ad conversion event? If they are going to separate conversion goals wouldn't you have some overlap between each goal and not know which conversion goal Google happened to match to?
Great question!
Both paths go to the same conversion event. We just had to split it because if a field has no value but we use it in the offline conversion action step, the zap will error. So it was necessary to ensure that we always know exactly which fields we have available to send.
Generally concerning the matching: For the GCLID you will always know that it has matched, unless it errors. For sending conversions with first party data (Enhanced Conversions for Leads), you won’t know unfortunately. The zap might run without a problem, but still the conversion could not be matched to a click.
Great video. By the way i am using gohighlevel and it is capturing gclid but for 30-40% of optins gclid is not there and i can see gbraid and wbraid. What you suggest in this case.
You should make sure that you also capture GBRAID and WBRAID. Because in the meantime Zapier has also added the option to send offline conversion via GBRAID or WBRAID as the click identifier.
@@niklas.buschner ok great. I tried it is giving issue like Conversion actions that use one-per-click counting can't be used with gbraid or wbraid parameters. So I have to change count every conversion even for booked appointments.
Hi Niklas. I am busy with a set up now and am seeing that Google requires us to pass the consent choices of the user in their official template, namely Ad User Data and Ad Personalization. Do you have any insight into how to push the user's real time consent status with each offline conversion event, and what the ramifications of not doing this will be?
So could extract the consent choices from your website (for example data layer) while the conversion occurs, pass it to your CRM and then send it together with the offline conversion. Or you just always set it to granted, considering potential legal risks but not having to worry about the setup.
@@niklas.buschner Hi Niklas, is it true, that Google always submits the GCLID wether marketing cookies have been accepted or not? This consequently would mean, that we need to seperate between the accpeters and non accepters and only send the accepters back to Google.
Yes, GCLID (or other click identifiers like GBRAID and WBRAID) are always sent from Google with the click. But you can decide how you want to capture it with your GTM for example. You can also read the consent choices from Consent Mode or other cookie banners and pass it to your CRM, to respect that when deciding for which user you can trigger an offline conversion.
Goat
Thanks so much